Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EJREYNOLDS, INC.7+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $14,269 |
BRUNT, SWEENEY, MATZ, PA7+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $6,500 |
MALCOM H. GISSEN & ASSOC7+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $6,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,849 | $65,125-95.6% | $143,797-98.0% | $66,949-95.7% |
| Participation rate | 42.6% | 65.2%-22.6pp | 80.3%-37.8pp | 69.8%-27.3pp |
| Annual return | -10.15% | -11.13%+1.0pp | -0.04%-10.1pp | 1.57%-11.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $72 | $503-85.6% | $14,679-99.5% | $594-87.8% |